+630.1%
LITE vs OPEN
-87.0%
+717.1%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -21.8% | +27.5% | +8.2% |
| 7D | -35.9% | -22.2% | -13.7% | -34.4% |
| 30D | -51.5% | -38.3% | -13.2% | -49.1% |
| 3M | -35.7% | -59.4% | +23.6% | -29.3% |
| 6M | -43.0% | -74.4% | +31.4% | -34.0% |
| YTD | +46.1% | -76.0% | +122.1% | +68.4% |
| 1Y | +124.7% | -78.7% | +203.4% | +162.3% |
| 3Y | +1,172.1% | -30.0% | +1,202.1% | +981.5% |
| 5Y | +477.0% | -93.7% | +570.7% | +457.0% |
| All | +630.1% | -87.0% | +717.1% | +538.0% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded OPEN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling